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iShares MSCI EAFE Value ETF

236 hedge funds and large institutions have $3.37B invested in iShares MSCI EAFE Value ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+11
Holders Change %
+4.89%
% of All Funds
5.88%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.62%
New
35
Increased
98
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
51
Zhang Financial
Michigan
$8.16M -$1.45M -25,679 -15%
FWP
52
FAS Wealth Partners
Kansas
$8.1M +$774K +15,385 +11%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$7.89M +$285K +5,662 +4%
CCM
54
Carlson Capital Management
Minnesota
$7.6M -$111K -2,199 -1%
HAFS
55
Hapanowicz & Associates Financial Services
Pennsylvania
$7.21M +$263K +5,291 +4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$7.01M +$3.07M +61,111 +78%
GIA
57
GHP Investment Advisors
Colorado
$6.77M +$1.95M +38,825 +41%
MAS
58
Managed Account Services
Florida
$5.74M -$580K -11,523 -9%
IA
59
Independence Advisors
Pennsylvania
$5.73M -$32.1K -638 -0.6%
FT
60
Fiduciary Trust
Massachusetts
$5.37M -$207K -4,121 -4%
Goldman Sachs
61
Goldman Sachs
New York
$5.33M -$1.21M -24,059 -19%
SS
62
Simplicity Solutions
Minnesota
$5.06M +$2.02M +40,060 +66%
AWM
63
AE Wealth Management
Kansas
$4.85M +$2.01M +39,929 +71%
FAT
64
First American Trust
California
$4.7M +$424K +8,439 +10%
BF
65
BOK Financial
Oklahoma
$4.62M -$65.8K -1,308 -1%
AA
66
Alesco Advisors
New York
$4.32M +$231K +4,601 +6%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$4.3M +$79.4K +1,579 +2%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$4.23M +$184K +3,654 +5%
SHIM
69
Stone House Investment Management
Pennsylvania
$4.07M +$2.2M +43,671 +117%
1IA
70
1834 Investment Advisors
Wisconsin
$4.05M +$1.55M +30,766 +62%
SC
71
Savant Capital
Illinois
$4.04M +$338K +6,715 +9%
LJAC
72
L.J. Altfest & Co
New York
$3.98M +$3.98M +79,187 New
IA
73
IFP Advisors
Florida
$3.9M +$373K +7,419 +11%
GC
74
Gilbert & Cook
Iowa
$3.85M -$97.8K -1,944 -2%
NFG
75
Nations Financial Group
Iowa
$3.69M